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OPEN A REAL ESTATE IRA

Information Required

  • Copy of Government Issued ID or Passport
  • Color copy of  Social Security Card
  • Latest Account Statement

Instructions  

  • Download Kit and Funding Form
  • Complete Documents and up load them

Need Help? We Got You Covered

  • Send us a message on the home page and a representative will contact you. 
STEP 1:
DOWNLOAD FUNDING FORM

Transfer Form: use when transferring funds and/or assets from an IRA at another Custodian directly to your IRA with IRA Resources

Rollover/Direct Rollover Form: use when you take a distribution from an IRA and are sending over funds and/or assets to IRA Resources within 60 days OR you are moving money from an Employer Sponsored plan to as a Direct Rollover.

Deposit Coupon: use when contributing new money to your IRA account.

Once your self-directed account has been funded you will be able to make investments.